IFA Admin & Client Service Specialist (Hybrid)

Recruit Wealth Ltd; Borehamwood; Hybrid; GBP 26,000 - 36,000; Full time

Benefits offered by this job

28 days holiday

Death in Service

Private Medical Insurance

Group Income Protection

Employee Assistance Program

Medicash

Private Pension

Discretionary

Job summary

Recruit Wealth Ltd is seeking an experienced Client Administrator to support Financial Planners and the wider operational team in Borehamwood. You will manage end-to-end new business administration, ensure accuracy, and deliver outstanding client service via phone and email.

In this hybrid role, you will liaise with providers and third parties, maintain compliant client records, and contribute to process improvements while developing your expertise in financial planning and wealth management.

Qualifications

• Previous experience within a Financial Planning and/or Wealth Management
• Experience working in a Client Administrator, Financial Services Administrator or similar support role
• Strong organisational skills with excellent attention to detail
• The ability to manage multiple priorities within a busy environment
• Excellent communication and relationship-building skills
• A proactive and team-focused approach
• Good working knowledge of Microsoft Office and provider platforms & back office systems
• Experience using financial planning back-office systems.

Responsibilities

• Managing the end-to-end new business administration process
• Processing new business accurately and efficiently within agreed service standards
• Liaising with providers, solicitors, accountants and third parties
• Handling Letters of Authority and provider follow-ups
• Supporting Financial Planners with pipeline management and client servicing
• Maintaining accurate and compliant client records across internal systems
• Assisting with meeting preparation and ongoing client communications
• Managing incoming and outgoing correspondence and documentation
• Delivering exceptional client service via telephone and email
• Supporting process improvements and operational efficiencies across the business

Skills

Excellent communication

Relationship building

Organisational skills

Multitasking

Microsoft Office

Provider platforms

Back-office systems

Team player

Tools

CRM software

Back-office software

Job description

Recruit Wealth Ltd is seeking an experienced Client Administrator to support Financial Planners and the wider operational team in Borehamwood. You will manage end-to-end new business administration, ensure accuracy, and deliver outstanding client service via phone and email.

In this hybrid role, you will liaise with providers and third parties, maintain compliant client records, and contribute to process improvements while developing your expertise in financial planning and wealth management.